Dynamics Marketing is now known as Dynamics 365 Customer Insights
Here’s the most popular questions we’ve heard about about Dynamics 365 Marketing setup.
How do I install Dynamics 365 Marketing?
If you have Dynamics 365 Sales and you’ve purchased a licence for Marketing, then it’s quite straightforward
- First, go to admin.powerplatform.microsoft.com and login using an admin account with a Marketing licence assigned to it.
- Go to Resources > Dynamics 365 apps
- Find Dynamics 365 Marketing Application and select the three dot menu. Choose Manage
- You’ll see the setup wizard.
- Choose your organisation
- Choose whether you plan to host the webpages (forms, landing pages, event pages etc) on a Power Apps portal (you’ll need an extra licence), or your own website. This option can be changed later. Microsoft explain the differences between self hosting and portals
- Choose continue and accept the agreements and privacy policies
- To finalise the install, press setup
- The install can take over 3 hours. You can check the progress of the install on the same page
What licence do I need to install Dynamics 365 Marketing?
Unlike most Dynamics licences which are priced per user, Dynamics 365 Marketing is priced per instance.
You have two licences choices
- Dynamics 365 Marketing attach licence (£565.60 per tenant / month [Jan 2022])
- The full Dynamics 365 Marketing licence (£1131.20 per tenant / month [Jan 2022])
Both give you access to the same features, but only organisations with 10 or more users of these licences qualify for the lower price attach licence
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Dynamics 365 Field Service
- Dynamics 365 Supply Chain Management
- Dynamics 365 Finance
- Dynamics 365 Commerce
Is there a limit on how many emails I can send?
Both Marketing licences include
- 10,000 contacts
- 100,000 interactions (an interaction is a personalised message sent to a contact , lead or account)
- 1,000 SMS Messages
You can buy top-up packs for contacts, interactions and SMS messages- see Microsoft’s pricing page for more
How do I access Dynamics 365 Marketing ?
Once you’ve installed Marketing, use the app selector to open the Marketing app. Select the Marketing app (look for the three triangle logo)
Next, you’ll see the marketing welcome page.
Then use the work area menu to choose the area of marketing to begin in
How do I set up my domain to stop Marketing emails going to spam?
To make sure your marketing emails are not marked as spam, you’ll need to authenticate your domain. The full details are here, but to simplify…
- Go to Settings > Email marketing > Domain authentication
- Add a new domain
- Press save and you’ll see a set of authentication keys
- Next you’ll need to find the DNS settings for your domain, and add the TXT and CNAME records as described. This may take up to 24 hours to propagate
- Return to the Domain Authentication page in Dynamics 365 Marketing and select Confirm DNS registration. Once you get a success message, your domain is ready and authenticated
There’s more Dynamics setup info on Microsoft’s site
